See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,595 | $146,267-38.7% | $197,124-54.5% | $82,448+8.7% |
| Participation rate | 97.8% | 84.0%+13.8pp | 86.7%+11.1pp | 68.1%+29.7pp |
| Annual return | 23.47% | 29.61%-6.1pp | 44.34%-20.9pp | 41.64%-18.2pp |
| Employer contribution / active EE | $8,737 | $4,723+85.0% | $6,227+40.3% | $2,551+242.5% |
| Participant deferral / active EE | $15,924 | $7,035+126.4% | $9,135+74.3% | $4,139+284.7% |
| Admin fee / account holder | $7,188 | $14,422-50.2% | $16,298-55.9% | $7,234-0.6% |